Fifth Third Wealth Advisors’s W.P. Carey WPC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
9,364
+3,155
| +51% | +$197K | 0.02% | 332 |
|
|
2025
Q1 | $392K | Buy |
6,209
+22
| +0.4% | +$1.39K | 0.02% | 400 |
|
|
2024
Q4 | $337K | Sell |
6,187
-125
| -2% | -$6.81K | 0.02% | 451 |
|
|
2024
Q3 | $393K | Buy |
6,312
+28
| +0.4% | +$1.74K | 0.02% | 377 |
|
|
2024
Q2 | $346K | Buy |
+6,284
| New | +$346K | 0.03% | 375 |
|